Investment adviser · CRD 159158
HERITAGE WEALTH MANAGEMENT
Investment adviser filing (IA)
HERITAGE WEALTH MANAGEMENT, INC.
WOBURN, MA, United States · Form ADV filed Aug 4, 2026
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 369 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 82 | $113,987,113 | 74.4% |
| Individuals | 133 | $37,825,949 | 24.7% |
| Charities | Fewer than 5 | $1,176,551 | 0.8% |
| Corporations & businesses | Fewer than 5 | $231,966 | 0.2% |
Filing source
Form ADV 2123938 · Aug 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 4, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 TRADE CENTER DRIVE, SUITE G-700WOBURN, MA, 01801, United States
CRD 159158
Filing source
Form ADV 2123938 · Aug 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.